SK Hynix reported during its October earnings call that its HBM, DRAM, and NAND capability is “basically bought out” for 2026, whereas Micron just lately exited the patron reminiscence market solely to give attention to enterprise and AI prospects.
Enterprise {hardware} prices surge
The provision constraints have translated straight into sharp worth will increase throughout enterprise {hardware}. Samsung raised costs for 32GB DDR5 modules to $239 from $149 in September, a 60% improve, whereas contract pricing for DDR5 has surged greater than 100%, reaching $19.50 per unit in comparison with round $7 earlier in 2025.
DRAM costs have already risen roughly 50% yr so far and are anticipated to climb one other 30% in This autumn 2025, adopted by a further 20% in early 2026, in keeping with Counterpoint Analysis. The agency projected that DDR5 64GB RDIMM modules, broadly utilized in enterprise information facilities, might price twice as a lot by the tip of 2026 as they did in early 2025.
Gartner forecast DRAM costs to extend by 47% in 2026 attributable to important undersupply in each conventional and legacy DRAM markets, Chauhan mentioned.
Procurement leverage shifts to hyperscalers
The pricing pressures and provide constraints are reshaping the facility dynamics in enterprise procurement. For enterprise procurement, provider dimension now not ensures stability. “As provide turns into extra contested in 2026, procurement leverage will hinge much less on quantity and extra on strategic alignment,” Rawat mentioned.
Hyperscale cloud suppliers safe provide via long-term commitments, capability reservations, and direct fab investments, acquiring decrease prices and guaranteed availability. Mid-market corporations depend on shorter contracts and spot sourcing, competing for residual capability after giant patrons declare precedence provide.
